UNH icon

UnitedHealth
UNH

Overview Fund Activity

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.85B
2
Morgan Stanley
Morgan Stanley
New York
+$2.21B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.8B
4
BlackRock
BlackRock
New York
+$1.38B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$764M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$748M
2
Polen Capital Management
Polen Capital Management
Florida
-$435M
3
AWA
Aaron Wealth Advisors
Illinois
-$413M
4
OAG
Orbis Allan Gray
Bermuda
-$374M
5
MIHAS
Maj Invest Holding A/S
Denmark
-$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
1326
Inscription Capital
Texas
$3.2M +$316K +616 +11%
CAM
1327
Carret Asset Management
New York
$3.2M -$196K -381 -6%
SFP
1328
Shepherd Financial Partners
Massachusetts
$3.19M +$146K +284 +5%
EP
1329
Eudaimonia Partners
Tennessee
$3.19M -$3.8M -7,391 -54%
PF
1330
Phoenix Financial
Israel
$3.19M -$793K -1,543 -20%
TW
1331
TrinityPoint Wealth
Connecticut
$3.18M -$284K -553 -8%
CCFP
1332
Charles Carroll Financial Partners
Massachusetts
$3.17M +$275K +535 +9%
FHA
1333
Flagship Harbor Advisors
Massachusetts
$3.13M +$232K +451 +8%
IA
1334
IFP Advisors
Florida
$3.12M – – –
BHB
1335
Bank Hapoalim BM
Israel
$3.11M -$184K -359 -6%
KA
1336
Kovack Advisors
Florida
$3.1M -$870K -1,693 -22%
CCT
1337
Capital City Trust
Florida
$3.09M +$440K +857 +17%
RCAG
1338
Rehmann Capital Advisory Group
Michigan
$3.09M +$22.6K +44 +0.7%
RSWM
1339
Robertson Stephens Wealth Management
California
$3.09M -$444K -864 -13%
NCGI
1340
Next Century Growth Investors
Minnesota
$3.09M +$3.09M +6,011 New
BP
1341
BBR Partners
New York
$3.09M +$123K +240 +4%
MFS
1342
Monetta Financial Services
Illinois
$3.08M – – –
MUAMU
1343
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.08M +$1.03M +2,000 +50%
MLM
1344
Mount Lucas Management
Pennsylvania
$3.08M +$3.08M +6,001 New
RWA
1345
River Wealth Advisors
Pennsylvania
$3.07M +$149K +290 +5%
S
1346
Seeyond
France
$3.07M -$758K -1,476 -20%
OAM
1347
Occidental Asset Management
California
$3.05M -$24.1K -47 -0.8%
FCM
1348
Fairbanks Capital Management
California
$3.04M -$74.5K -145 -2%
SWP
1349
Strategic Wealth Partners
Ohio
$3.04M -$262K -511 -8%
CA
1350
Continuum Advisory
Idaho
$3.03M +$314K +612 +12%
52 53
54
55 56